CONSULTATION CHECKLIST

Please bring the following with you to your initial probate consultation:

A list of all estate assets, including both personal and real property

Copies of all insurance policies, CDs and/or IRAs, the values and beneficiaries, if known

A list of all estate creditors (anyone to whom the deceased owed money)

Names and addresses of current spouse and children

Death certificate

Original Will and Power of Attorney, if one

Copy of any current tax statement for properties owned by deceased

List of any vehicles owned and their Kelly Blue book value